International Brotherhood Of Electrical Workers District No. 9 Pension Plan
Sponsored by Board Of Trustees, International Brotherhood Of · EIN 936074829 · Plan #001
- Total assets
- $2.5B
- Net assets
- $2.5B
- Active participants
- 31,265
- With balances
- 25,863
Plan year beginning 04/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Alan D Biller & Associates, Inc. CRD 105283 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Joseph H. Herrle & Associates | Contract administrator, Recordkeeping, Direct payment from the plan | $716,425 |
| Wc Earhart | Contract administrator, Direct payment from the plan, Recordkeeping | $242,662 |
| Principal Life Insurance Co. | Contract administrator, Direct payment from the plan, Recordkeeping fees | $132,289 |
| Alan Biller & Associates | Investment advisory (plan), Direct payment from the plan | $95,971 |
| Withum Smith And Brown | Accounting, Direct payment from the plan | $94,239 |
| Brownstein Rask Llp | Legal, Direct payment from the plan | $50,344 |
| Oregon Columbia Chapter Neca | Direct payment from the plan, Other fees | $40,619 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $35,715 |
| Bridgetown Printing | Copying and duplicating, Direct payment from the plan | $8,911 |
| Wells Fargo Bank | Direct payment from the plan, Other fees | $8,385 |
| Loomis, Sayles & Company, L.P. | Contract administrator, Direct payment from the plan, Recordkeeping fees | $8,375 |
| Ibew Local 234 H&W Plan | Direct payment from the plan, Other fees | $7,835 |
| Harrison Electrical Wkrs Health Tr | Direct payment from the plan, Other fees | $6,961 |
| Union Data Systems, Inc. | Direct payment from the plan, Other fees | $6,141 |
| Barlow Coughran, P.S. | Legal, Direct payment from the plan | $5,757 |